Filed October 27, 2022 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $56,346 |
INGHAM & COMPANY1 year Filed as: INGHAM RETIREMENT GROUP Service code 16 · EIN 65-0170152 | Consulting | $5,310 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,003 | $80,005-68.7% | $140,016-82.1% | $55,725-55.1% |
| Participation rate | 87.7% | 87.0%+0.7pp | 87.5%+0.2pp | 70.9%+16.8pp |
| Annual return | -4.70% | 0.46%-5.2pp | 651.12%-655.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $422 | $3,403-87.6% | $5,606-92.5% | $2,078-79.7% |
| Participant deferral / active EE | $1,791 | $5,264-66.0% | $6,927-74.1% | $3,356-46.6% |
| Admin fee / account holder | $125 | $116+7.9% | $10,705-98.8% | $115+8.4% |